EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.52B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$36.1M
3
+$4.83M
4
BWA icon
BorgWarner
BWA
+$3.08M
5
FIS icon
Fidelity National Information Services
FIS
+$2.61M

Top Sells

1
+$7.48M
2
+$6.39M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$6.16M
5
ROP icon
Roper Technologies
ROP
+$5.62M

Sector Composition

1 Technology 26.52%
2 Financials 16.03%
3 Consumer Discretionary 15.23%
4 Healthcare 11.37%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.77M 0.03%
30,467
-63
177
$1.73M 0.03%
13,072
-245
178
$1.73M 0.03%
23,692
-50
179
$1.69M 0.03%
12,470
180
$1.67M 0.03%
33,212
-33,057
181
$1.56M 0.03%
4,362
+68
182
$1.54M 0.03%
4,466
-90
183
$1.53M 0.03%
6,394
-49
184
$1.52M 0.03%
9,760
-1,099
185
$1.46M 0.03%
18,499
-5
186
$1.46M 0.03%
71,660
-1,878
187
$1.45M 0.03%
39,454
-3,410
188
$1.43M 0.03%
39,265
189
$1.42M 0.03%
13,756
190
$1.42M 0.03%
3,333
191
$1.36M 0.02%
36,124
192
$1.36M 0.02%
6,944
-1,800
193
$1.33M 0.02%
16,615
-380
194
$1.33M 0.02%
21,278
195
$1.32M 0.02%
13,762
-6,950
196
$1.32M 0.02%
7,860
-1
197
$1.3M 0.02%
18,562
-139
198
$1.29M 0.02%
20,982
-145
199
$1.29M 0.02%
8,735
+4,386
200
$1.29M 0.02%
12,632
-311
6 7
8
9 10